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#81 new john

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Posted 26 July 2019 - 09:42 AM

Cheers Soutie. 

 

We should see an operational update soon (if not today after trading) 

 

To summarize my thoughts on other threads, my opinion is that the Annual Report isn't going to be pretty at all. The culmination of the strikes and move over to SAP are going to fully reflect on these results. Question is, what did their 2nd half look like? 


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#82 soutie

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Posted 26 July 2019 - 09:19 AM

Found this old thread so let's try to keep our news flow/opinions here.

I've also been eyeing Shoprite lately as well as Pick N Pay.

I'm more leaning towards the later as I think Shoprite's African venture is something I'm not fully comfortable with.

I also think Pick N Pay is offering a better experience in my area most definitely.

But Shoprite has proved time & time again it can deliver.

There's the Christo Wiese share story to sort out & their new IT systems to fully bleed into operations & people can trade down from Woolies & speciality stores.  

My 2c

I'll add should the topic develop.


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Anyone need a heads up...!


#83 brendonfiddes

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Posted 21 August 2013 - 07:18 AM

After yesterday's results, still looks expensive - http://www.relativev....co.za/shp.html


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#84 HendrikB

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Posted 19 March 2013 - 12:31 PM

TheKwok wrote on Tue, 19 March 2013 11:53
After the recent pullback in retailers, could SHP be a buy at it's current price?

A relative valuation at - https://sites.google...asharingshares/


Yes. It's a buy but retail sales are weak at the moment. Tricky one. Buy for the long-term.

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#85 brendonfiddes

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Posted 19 March 2013 - 11:53 AM

After the recent pullback in retailers, could SHP be a buy at it's current price?

A relative valuation at - https://sites.google...asharingshares/
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